Integrate Google Sheets with Five Star Reputation Using Pabbly Connect

Learn how to automate the creation of contacts in Five Star Reputation from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To start using Pabbly Connect, visit the official website and sign in or create a new account. This powerful automation tool allows you to integrate various applications seamlessly, making your workflow more efficient.

Once logged in, you will see the dashboard where you can create workflows. Pabbly Connect enables you to set up triggers and actions that automate tasks between different applications, including Google Sheets and Five Star Reputation.

Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Create Five Star Reputation Contact from New Google Sheets Rows.’ This helps in identifying the purpose of the workflow later.

After naming your workflow, select a folder for organization purposes. You can create multiple folders if needed. Once done, click the ‘Create’ button to proceed. In the workflow window, you will set up the trigger and action components of your automation.

Setting Up the Trigger for Google Sheets

In this step, you will configure the trigger using Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row.’ This means that every time a new row is added to your Google Sheets, it will trigger an action in your workflow.

Once you set the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect. Ensure that you have the Google Sheets add-on installed for seamless integration.

• Select your Google Sheets document where you will be adding new leads.
• Access the Extensions menu, then select Add-ons and find Pabbly Connect Webhooks.
• Follow the setup instructions to link the webhook URL to your Google Sheets.

After setting up the trigger, you need to test it by adding a new row in your Google Sheets. This will confirm that the trigger is working correctly and that Pabbly Connect is receiving the data as expected.

Configuring the Action in Five Star Reputation

Now that your trigger is set up, it’s time to configure the action. Select Five Star Reputation as your action application in Pabbly Connect. Choose the action event ‘Create Contact’ to add new contacts automatically based on the data from Google Sheets.

You will need to connect your Five Star Reputation account by entering an API token. This token can be generated from your Five Star Reputation account settings. Once you have entered the token, map the fields from your Google Sheets data to the corresponding fields in Five Star Reputation, such as name, email, and phone number.

• Map the first name and last name fields to combine them as necessary.
• Ensure to include the country code in the phone number field.
• Test the action to verify that the contact is created in Five Star Reputation.

Once everything is mapped correctly, save your settings. This will complete the action setup in your Pabbly Connect workflow.

Testing and Verifying the Integration

To ensure that your integration is working correctly, add a new row in your Google Sheets with test data. This will trigger the workflow you created in Pabbly Connect and should automatically create a new contact in your Five Star Reputation account.

After entering the test data, check your Five Star Reputation account to confirm that the new contact has been added successfully. If everything is set up correctly, you should see the new contact reflecting the details you entered in Google Sheets.

This testing process is crucial to ensure that the automation is functioning as intended. It saves time and reduces manual entry errors, allowing you to focus on more critical business tasks.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with Five Star Reputation using Pabbly Connect. Automating contact creation from Google Sheets enhances efficiency and accuracy in managing leads. With this setup, you can streamline your workflow and focus on growing your business effectively.